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Home > Institutional Investor > Kelly Lawrence W & Associates Inc > Profile

Instuitional Investor - Kelly Lawrence W & Associates Inc

Fund Profile
Filing Period:
Fund Name: Kelly Lawrence W & Associates Inc
Portfolio Value $467,989,353
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Advanced Micro Devices Inc
 AMD 107,076 $62,201,519 13.29%
2.
Alphabet Inc.
 GOOGL 112,111 $40,065,108 8.56%
3.
Apple Inc.
 AAPL 109,367 $31,646,462 6.76%
4.
Costco Wholesale Corp W
 COST 23,978 $22,430,651 4.79%
5.
Palo Alto Networks Inc
 PANW 64,860 $22,118,557 4.73%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.